Investment Specialist
Investment Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
The role
As a SoFi Investment Specialist you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFis suite of investment services. SoFi offers Brokerage services Robo Advisor services and retirement accounts.
What youll do:
- Support members over the phone chat and email
- Educate and assist members on margin options and equities.
- Problem solve any operational or technical issues pertaining to SoFi Invest products
- Perform ongoing monitoring of member accounts with attention to detail and accuracy
- Work with SoFis custodial platform as needed to assist members in opening funding and transacting in their accounts
- Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members
- Assess the members financial situation and goals through one-on-one inbound calls
- Educate members on the benefits and value of Brokerage and Robo accounts
- Work with members who would like to open an investment account to help them understand the offering benefits and account opening process
- Educate members on terms and processes associated with Brokerage and Robo accounts
- Discuss and explain investment performance and decisions with current wealth members
- Provide members operational support for specific investment-related questions and issues
What youll need:
- Must have one of the following existing licensing combinations: Series 7 63 & 65 OR Series 7 & 66
- Must maintain all necessary professional certifications required for the role
- Bachelors degree preferred but a combination of education and experience may be considered in lieu of a degree
- 2 years of financial services experience required preferably assisting customers in a service environment
- Experience and understanding of margin and option concepts rules and regulations
- Excellent verbal and written communication analytical and interpersonal skills and a customer service mindset
- Deep understanding of financial concepts
- Ability to identify meet and follow through with client needs and requirements
- Self-starter problem-solver and a goal-oriented team player with a no job is beneath me attitude
- Ability to work independently and perform multiple tasks efficiently
- Organized with strong attention to detail
- Show curiosity and confidence when dealing with clients and able to ask for help when needed
- Meets evolving position objectives as defined by management
- Ability to iterate learn and innovate
- Must successfully clear FINRA fingerprint background check
Nice to have:
- Experience with corporate actions
- Experience with margin/investment risk
- Series 4
- Series 24
Required Experience:
Unclear Seniority
Employment Type
Full Time
